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Customers - Locations

Modified on: Tue, 31 Jul, 2018 at 11:27 PM

Customers - Locations

Overview

Companies or individuals who are existing customers or current prospects can be setup in the Customers section of the CRM. Custom defaults can be setup for each Customer that will transfer over to all new quotes and orders.

Locations are the addresses that may be used to ship or bill that customer or prospect. All customers can have one default shipping location and one default billing location, but can have unlimited additional addresses that can be selected when processing a quote or an order.

Adding Customer Locations

Adding Default Billing Address

1. From the Customer edit modal window, select {Locations} on the right-hand side of screen to

auto scroll to Locations section.

2. Complete fields for Default Billing.

Field

Description

Address Name

Enter Address Name.

Address

Enter street Address.

City

Enter City.

Region

Select a Region from the drop-down menu.Note: These options can be modified. (See Locations-Regions)

Country

Select a Country from the drop-down menu. Note: These options can be modified. (See Locations-Country)

Zip/Postal Code

Enter Zip/Postal Code.

3. Select {Save}. A results window will pop-up to indicate the location

section saved.

4. Select X to close pop-up results window.

Default Shipping

The Default Shipping address can be entered just below the Default Billing address. The steps for completing the address fields are the same as those for Default Billing.

It can also be set to Same as Billing address by checking the box to the right of Default Shipping.

Adding Additional Locations

StepAction

1.From the Customer edit modal window, select {Locations} on the right-hand side of screen to

auto scroll to Locations section.

2. Select {Add} under Additional Locations. A New Location modal

window will open.

3. Complete fields for the New Location.

Field

Description

Saved Locations

A saved location can be selected from the drop-down.

Address Name

Enter Address Name.

Address

Enter street Address.

City

Enter City.

Region

Select a Region from the drop-down menu.Note: These options can be modified. (See Locations-Regions)

Country

Select a Country from the drop-down menu.Note: These options can be modified. (See Locations-Country)

Zip/Postal Code

Enter Zip/Postal Code.

4. Select {Save}. A results window will pop-up to indicate the location